COMMODITIES December 15, 2024
The Lithium Triangle: When Critical Minerals Become Weapons
Argentina, Bolivia, and Chile control 60% of global lithium reserves. As battery demand accelerates, resource nationalism is inevitable.
Research
Analysis on the structural forces reshaping global trade, critical resources, and geopolitical power.
TRADE POLICY November 28, 2024
Chip Wars 2.0: The Semiconductor Decoupling Accelerates
Export controls were just the beginning. The next phase involves equipment, talent, and the entire supply chain.
GEOPOLITICS November 10, 2024
European Energy Sovereignty: The Price of Strategic Autonomy
After the Nord Stream shock, Europe is rebuilding its energy infrastructure. The costs are measured in decades and hundreds of billions.
TRADE POLICY October 22, 2024
Reshoring Reality Check: What the Data Actually Shows
Manufacturing announcements are not the same as manufacturing. We separate rhetoric from investment flows.
COMMODITIES October 5, 2024
The Rare Earth Stranglehold: China's Enduring Advantage
Processing capacity matters more than mining. Why Western efforts to break China's monopoly will take a decade.